Beverly Hills Private Wealth, LLC Options Holdings

Beverly Hills Private Wealth, LLC

  • $533 Billion
  • Q2 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
IP
International Paper CO

Consumer Cyclical
PUT
$379 Million
8.1K
Q2 2025
Added 102.5%
SCHW
Schwab Charles Corp

Financial Services
CALL
$265 Million
2.9K
Q1 2025
New holding
MGM
Mgm Resorts International

Consumer Cyclical
CALL
$41.3 Million
1.2K
Q2 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 1,050
  • Current Value $533 Billion
  • Prior Value $506 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 83 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 220 stocks
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